| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 52-6257033 | Investment Management | $337,112 |
IBEW-NECA SERVICE CENTER4+ years Service code 13 · EIN 43-0896804 | Contract Administrator | $278,893 |
ALLEGIANT INVESTMENT COUNSELORS4+ years Service code 28 · EIN 43-0964735 | Investment Management | $148,606 |
COMMERCE BANK4+ years Service code 28 · EIN 48-0962626 | Investment Management | $109,429 |
Filed as: SCARBOROUGH ALLIANCE GROUP Service code 27 ONE BRIDGE STREET SUITE 70 · IRVINGTON, NY 10533 | Advisory (Plan) | $96,445 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $84,000 |
ROCKWOOD CAPITAL ADVISORS4+ years Filed as: ROCKWOOD CAPITAL INVESTMENTS Service code 28 · EIN 43-1775815 | Investment Management | $51,811 |
SCHUCHAT, COOK & WERNER4+ years Filed as: SCHUCHAT, COOK, & WERNER Service code 29 · EIN 43-0763010 | Legal | $9,406 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,994 | $60,396+388.4% | $83,831+251.9% | $75,289+291.8% |
| Participation rate | 78.0% | 80.7%-2.7pp | 76.1%+1.9pp | 72.4%+5.6pp |
| Annual return | -2.43% | 3.84%-6.3pp | 850.99%-853.4pp | -0.04%-2.4pp |
| Employer contribution / active EE | $9,748 | $3,343+191.6% | $3,631+168.4% | $2,405+305.3% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $386 | $141+173.3% | $5,479-93.0% | $102+277.3% |